See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,231 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,805 | $79,171-66.1% | $102,423-73.8% | $74,495-64.0% |
| Participation rate | 91.9% | 74.8%+17.1pp | 76.5%+15.4pp | 67.2%+24.7pp |
| Annual return | 10.53% | 54.93%-44.4pp | 29.32%-18.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $946 | $2,362-60.0% | $3,023-68.7% | $2,623-63.9% |
| Participant deferral / active EE | $2,547 | $4,415-42.3% | $5,053-49.6% | $4,346-41.4% |
| Admin fee / account holder | $75 | $2,001-96.3% | $9,451-99.2% | $1,942-96.1% |